303 Evenia Street
Suite 300
West Palm Beach Florida 33401
Businesses are always looking for tools to reduce tax payments, and claiming tax incentives are tools which should be included in all tax planning. I help businesses reduce their income tax by helping them to benefit from various tax incentives, including the Research & Development Tax Credit (R&D), Cost Segregation Studies, and Energy Tax Credits.
It is my focus to ensure that money is “not left on the table”. As a frequent speaker, I help to educate both the CPA and their clients on Federal, and State tax mitigation strategies which help to increase cash flow and enhance profitability to maximize opportunities for success.
I am a firm believer in giving back to the community, and have served on Boards of Non-Profits, including the Rotary Club of Houston, and I serve on the Auction Committee of the Houston Symphony, the Steer Committee of the Houston Rodeo, and opened up the great State of Texas to the National Networking Group, Virtual 5 O’clock.